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Vistashares TRG 15 Berkshire (OMAH)

CUSIP: 45259A514 | NYSE | 130 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Merit Financial Group, LLC1,081,340
0.1% of portfolio›$18.9M
J.W. Cole Advisors, Inc.248,217
0.1% of portfolio›$4.3M
Beaumont Financial Advisors, LLC237,896
0.3% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.148,090
0.0% of portfolio›$2.6M
Sherry Group, Inc.120,907
2.0% of portfolio›$2.1M
Larson Financial Group LLC120,193
0.1% of portfolio›$2.1M
Visionary Wealth Advisors110,367
0.1% of portfolio›$1.9M
Kestra Advisory Services, LLC104,298
0.0% of portfolio›$1.8M
Formidable Asset Management, LLC99,191
0.3% of portfolio›$1.8M
Commonwealth Equity Services, LLC98,235
0.0% of portfolio›$1.7M
Kestra Private Wealth Services, LLC97,918
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC77,689
0.0% of portfolio›$1.4M
D.A. Davidson & Co.70,327
0.0% of portfolio›$1.2M
Truist Financial Corp54,505
0.0% of portfolio›$953.3K
Onyx Bridge Wealth Group LLC43,591
0.1% of portfolio›$762.4K
Tactive Advisors, LLC41,170
0.2% of portfolio›$720.1K
Daymark Wealth Partners, LLC39,400
0.0% of portfolio›$689.1K
RFG Advisory, LLC32,825
0.0% of portfolio›$574.1K
Elevatus Welath Management29,278
0.1% of portfolio›$512.1K
Gaddis Premier Wealth Advisors LLC28,725
0.3% of portfolio›$502.4K
Foguth Wealth Management, Llc.28,513
0.1% of portfolio›$517.5K
HUB Investment Partners, LLC27,400
0.0% of portfolio›$479.2K
Integrity Alliance, Llc.22,484
0.0% of portfolio›$393.2K
Creative Planning21,156
0.0% of portfolio›$370.0K
Retirement Guys Formula LLC18,490
0.1% of portfolio›$323.4K
Capital CS Group, LLC17,500
0.2% of portfolio›$306.1K
SAX Wealth Advisors, LLC13,672
0.0% of portfolio›$239.1K
Wedbush Securities Inc13,500
0.0% of portfolio›$236.0K
Castle Rock Wealth Management, LLC12,585
0.0% of portfolio›$222.1K
Uptick Partners, LLC11,401
0.0% of portfolio›$199.4K
Redhawk Wealth Advisors, Inc.11,267
0.0% of portfolio›$197.1K
Prime Capital Investment Advisors, LLC10,476
0.0% of portfolio›$183.2K
StoneX Group Inc.10,108
0.0% of portfolio›$176.8K
Ascentis Independent Advisors10,000
0.0% of portfolio›$174.9K
SRH Advisors, LLC6,124
0.0% of portfolio›$107.1K
Farther Finance Advisors, LLC3,526
0.0% of portfolio›$61.7K
Nova Financial LLC3,137
0.0% of portfolio›$54.9K
First Premier Bank3,000
0.0% of portfolio›$52
Jacobi Capital Management LLC2,650
0.0% of portfolio›$46.3K
US Bancorp \de\2,000
0.0% of portfolio›$35.0K
Atlantic Edge Private Wealth Management, LLC1,300
0.0% of portfolio›$22.7K
Markowski Investments1,237
0.0% of portfolio›$21.6K
Noble Wealth Management PBC1,150
0.0% of portfolio›$20.1K
Simplex Trading, LLC1,021
0.0% of portfolio›$17.9K
EverSource Wealth Advisors, LLC934
0.0% of portfolio›$16.3K
Kingdom Financial Group Llc.754
0.0% of portfolio›$13.2K
TD Waterhouse Canada Inc.682
0.0% of portfolio›$11.9K
IFP Advisors, Inc450
0.0% of portfolio›$7.9K
GHP Investment Advisors, Inc.53
0.0% of portfolio›$927
StyleTurnoverLocationFiled
Merit Financial Group, LLC
1,081,340$18.9M0.1%ETFLowAlpharetta, GA2026-11-06
J.W. Cole Advisors, Inc.
248,217$4.3M0.1%IndexLowTampa, FL2026-11-05
Beaumont Financial Advisors, LLC
237,896$4.2M0.3%GrowthMediumNeedham, MA2026-10-22
Cambridge Investment Research Advisors, Inc.
148,090$2.6M0.0%ETFLowFairfield, IA2026-11-02
Sherry Group, Inc.
120,907$2.1M2.0%ETFMediumMountain Home, AR2026-10-09
Larson Financial Group LLC
120,193$2.1M0.1%GrowthLowSt Louis, MO2026-11-05
Visionary Wealth Advisors
110,367$1.9M0.1%ETFLowO'Fallon, IL2026-11-04
Kestra Advisory Services, LLC
104,298$1.8M0.0%CoreLowAustin, TX2026-11-02
Formidable Asset Management, LLC
99,191$1.8M0.3%CoreLowCincinnati, OH2026-11-03
Commonwealth Equity Services, LLC
98,235$1.7M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
97,918$1.7M0.0%GrowthLowAustin, TX2026-10-30
Wealth Enhancement Advisory Services, LLC
77,689$1.4M0.0%CoreLowPlymouth, MN2026-10-13
D.A. Davidson & Co.
70,327$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Truist Financial Corp
54,505$953.3K0.0%CoreLowCharlotte, NC2026-10-30
Onyx Bridge Wealth Group LLC
43,591$762.4K0.1%ETFMediumTarrytown, NY2026-10-16
Tactive Advisors, LLC
41,170$720.1K0.2%ETFHighJacksonville, FL2026-10-08
Daymark Wealth Partners, LLC
39,400$689.1K0.0%CoreLowCincinnati, OH2026-11-04
RFG Advisory, LLC
32,825$574.1K0.0%ETFMediumBirmingham, AL2026-11-03
Elevatus Welath Management
29,278$512.1K0.1%GrowthHighVictor, NY2026-10-19
Gaddis Premier Wealth Advisors LLC
28,725$502.4K0.3%ETFMediumDurant, OK2026-10-29
Foguth Wealth Management, Llc.
28,513$517.5K0.1%ETFHighBrighton, MI2026-10-19
HUB Investment Partners, LLC
27,400$479.2K0.0%GrowthLowAustin, TX2026-11-03
Integrity Alliance, Llc.
22,484$393.2K0.0%ETFMediumUrbandale, IA2026-10-29
Creative Planning
21,156$370.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Retirement Guys Formula LLC
18,490$323.4K0.1%CoreMediumMaumee, OH2026-10-26
Capital CS Group, LLC
17,500$306.1K0.2%YieldMediumIrvine, CA2026-10-29
SAX Wealth Advisors, LLC
13,672$239.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Wedbush Securities Inc
13,500$236.0K0.0%CoreLowPasadena, CA2026-10-22
Castle Rock Wealth Management, LLC
12,585$222.1K0.0%GrowthMediumWalnut Creek, CA2026-10-09
Uptick Partners, LLC
11,401$199.4K0.0%ETFLowNacogdoches, TX2026-11-04
Redhawk Wealth Advisors, Inc.
11,267$197.1K0.0%ETFHighMinneapolis, MN2026-10-14
Prime Capital Investment Advisors, LLC
10,476$183.2K0.0%ETFLowOverland Park, KS2026-10-20
StoneX Group Inc.
10,108$176.8K0.0%ETFMediumNew York, NY2026-11-03
Ascentis Independent Advisors
10,000$174.9K0.0%ETFLowDallas, TX2026-11-03
SRH Advisors, LLC
6,124$107.1K0.0%ETFVery LowSalina, KS2026-10-22
Farther Finance Advisors, LLC
3,526$61.7K0.0%IndexLowSan Francisco, CA2026-10-08
Nova Financial LLC
3,137$54.9K0.0%N/AN/ATucson, AZ2026-11-04
First Premier Bank
3,000$520.0%CoreVery LowSioux Falls, SD2026-10-13
Jacobi Capital Management LLC
2,650$46.3K0.0%CoreLowPittston, PA2026-11-05
US Bancorp \de\
2,000$35.0K0.0%IndexLowMinneapolis, MN2026-11-05
Atlantic Edge Private Wealth Management, LLC
1,300$22.7K0.0%CoreLowJacksonville, FL2026-10-20
Markowski Investments
1,237$21.6K0.0%ETFN/ATampa, FL2026-10-30
Noble Wealth Management PBC
1,150$20.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Simplex Trading, LLC
1,021$17.9K0.0%CoreVery HighChicago, IL2026-11-04
EverSource Wealth Advisors, LLC
934$16.3K0.0%CoreMediumBirmingham, AL2026-11-04
Kingdom Financial Group Llc.
754$13.2K0.0%ETFMediumPeoria, AZ2026-11-04
TD Waterhouse Canada Inc.
682$11.9K0.0%CoreLowToronto, Australia2026-10-16
IFP Advisors, Inc
450$7.9K0.0%GrowthLowTampa, FL2026-10-16
GHP Investment Advisors, Inc.
53$9270.0%CoreVery LowDenver, CO2026-10-15